See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,632 | $70,428-49.4% | $96,562-63.1% | $85,850-58.5% |
| Participation rate | 71.6% | 61.8%+9.8pp | 69.8%+1.8pp | 69.3%+2.3pp |
| Annual return | 15.10% | 18.59%-3.5pp | 37.78%-22.7pp | 318.53%-303.4pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,963 | $2,894+2.4% | $3,849-23.0% | $3,952-25.0% |
| Admin fee / account holder | $90 | $4,997-98.2% | $6,181-98.5% | $6,260-98.6% |